InsMark Symposium

Symposium

InsMark Symposium

$1,250.00
March 2-3, 2018

March 2-3, 2018

Las Vegas, Nevada

InsMark’s Symposium is the insurance industry's #1 marketing conference where the industry's sharpest minds and most creative leaders come together to teach and share new and exciting sales ideas.

Pre-Symposium Beginners Workshop

 

As a bonus, we have a pre-symposium Beginners Workshop focused on technical input.  It’s scheduled to be held on March 1, 2018 (the day before the official start of Symposium 2018).

 

Agenda

Click here to review the schedule for the 2018 Symposium.

Summary Content of the Agenda

Click here to review the summary content of the 2018 Symposium agenda.

Hotel Accommodations

Hotel Information

Green Valley Ranch Resort, Spa and Casino
2300 Paseo Verde Parkway
Las Vegas, NV 89052

866-782-9487

 

As of February 7th, our Room Block Is Sold Out!  However, we encourage you to try and call the Green Valley Ranch to see if they have additional rooms available. Below is a list of alternative hotels that are within a five mile radius of the Green Valley Ranch Resort & Spa, where the InsMark Symposium will take place. Please note that these overflow hotels may not offer the conference rate, as they are not affiliated with our event. If you have any questions, please email contact Sacheen at Sacheen@insmark.com.

 

SpringHill Suites by Marriott Las Vegas Henderson
1481 Paseo Verde Pkwy, Henderson, NV 89012
(702) 270-0995

Homewood Suites Henderson South Las Vegas
10450 S Eastern Ave, Henderson, NV 89052
(702) 450-1045

Who Should Attend?

Everyone is welcome to attend the Symposium: financial planners, estate planners, life insurance agents, CPAs, Home Office personnel, support staff, and anyone who wants to expand their knowledge and grow to new levels.  Attend once and you will learn why the majority of our attendees return year after year and how they earn in excess of $400,000 in commissions annually.  Great for the industry's new and advanced alike, the Symposium is also an excellent networking experience.

Who are the Speakers?

InsMark’s President and CEO, Robert Ritter, Jr., is the keynote speaker. He will present the most effective strategies and fresh sales approaches showcasing InsMark’s latest enhancements and newest capacities.  Additionally, InsMark is consistently able to attract top speakers who are highly skilled in presenting transferable marketing concepts.  

 

Robert B. Ritter, Jr.
President, CEO, and Founder
InsMark, Inc.
 

Bob Ritter has been in life insurance sales and sales management for over five decades.  He started with Mass Mutual in northern New Jersey and at age 26, he was appointed General Agent by Mass Mutual in Oakland, California -- the youngest General Agent ever appointed by that company.  Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers.  The success of InsMark has been phenomenal as 100+ companies have sponsored InsMark products utilized by over 30,000 producers.  He guides his business career based on the following premise: 

Success isn’t just about what you accomplish in your life,
it’s about what you inspire others to do.

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time.  A dynamic and entertaining speaker, he has spoken at hundreds of industry seminars and conventions and has been featured at several MDRT, Top of the Table, and International Forum meetings.

Bob is a past member of the MDRT Foundation’s Board of Directors as well as a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU) during the lead-up to the Final Split Dollar Regulations issued in 2003. He is also the Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities.

Bob graduated from The Lawrenceville School and from Williams College with a degree in Psychology.  While at Williams, he also played lead cornet in the first college jazz band ever to play in Carnegie Hall.  Called the Spring Street Stompers, this Dixieland jazz group won the Arthur Godfrey Talent Scout show on CBS (#1 in the ratings at the time), appeared on the Tonight show on NBC, and played frequently at the top jazz clubs in Boston and New York.

Bob and his wife, Laurel, live in Alamo, California.  They have eight children and 22 grandchildren. 

 

Kenneth Buckley
President and Founder
The Buckley Group
 
Ken Buckley started The Buckley Group 37 years ago when he realized that being an independent insurance broker was the only way to effectively service his clients. He wanted to be sure that he was providing them with the best of all options.
 
Twenty-five years ago, after two experiences that left him disheartened, Ken decided to make the move to full-time premium financing. He knew that there had to be other agents who also wanted a conservative, long-term approach to premium financing that would serve their client’s needs for a lifetime.
 
Since then Ken has diligently researched an array of financial products and partnered with the most respected CPA’s and attorneys in the country to expertly tailor each client’s portfolio. As a Lifetime MDRT Top of the Table Member Ken has access to the most exclusive products available and the leverage to work with insurers and banks to offer customized programs.

 

Ben Nevejans
President
LifePro Financial Services, Inc.
 
Ben has been in the financial services industry for over sixteen years. Upon graduating from Plymouth State University in the White Mountains of New Hampshire with a Bachelor of Science Degree in Business and a minor in Communication, Ben moved to San Diego, CA and soon after began his career with LifePro Financial Services. 
 
Since that time, he has been directly involved with many aspects of the insurance and annuity industry including sales, recruiting, marketing and administration. In 2003 Ben opened and operated a satellite office of LifePro out of the greater Boston area. Now back in San Diego, Ben currently sits on the Board of Directors and as President oversees the Case Management, Underwriting, Case Design and Sales departments of LifePro, one of the foremost IMOs in the country. Ben leads a team of highly intelligent, energetic and engaged individuals dedicated to the success and profitability of their customers, the independent financial advisor.

 

Don Prehn
Don Prehn, CLU, ChFC
Board Member, Senior Advisor and Past President
InsMark, Inc.
  Don Prehn, CLU, ChFC is a Board Member and Senior Advisor for InsMark with special emphasis on InsMark’s web based marketing, client service and education strategies.  As a past president of InsMark, Don conducted more than 800 seminars helping financial professionals with sales ideas and presentations.  Don is also an editor for the Robert B. Ritter, Jr. Blog and heads up InsMark’s strategic partnerships (including InsMark’s Advanced Consulting Group).

 

Vicki Rackner, MD, FACS
  Vicki Rackner, MD, FACS calls on her 30+-year career as a practicing surgeon, clinical faculty at the University of Washington School of Medicine and entrepreneur to help business professionals like you successfully acquire physician clients.  She shows her clients how to overcome the high barriers to entry in the medical market by understanding physicians’ relationship with money, as well as mastering the etiquette for conducting business the world of medicine.  You may have seen her quoted in the Wall Street Journal, on CNN or in the Washington Post, to name a few. You may have heard her interviewed on NPR. Her latest books for physicians-- including The New Thriving Medical Practice and The Myth of the Rich Doctor --can be used as marketing tools to engage physician prospects.

 

David Rosuck
David K. Rosuck, CLU
Sales Innovation Officer
Pacific Life Insurance Company
  David Rosuck has been in the insurance/financial services industry for 28 years.  He joined Pacific Life in 2003 and has held positions in both the field and home office.  In 2014 David transitioned from sales leadership into the role of Vice President, leading the Marketing and Product Design Departments in the Life Insurance Division.  While in this role, David created, managed and staffed the Division’s first Innovations Department.

David was promoted to his current leadership position, Sales Innovation Officer, in January 2018.  This is a new position for Pacific Life and will take advantage of David’s differentiated combination of skills, experience and success in direct selling, wholesaling, and leadership in the home office.

David is married to Donna and has two children, Ethan (22) and Zoey (20).  In his free time, he enjoys golf, tennis and yoga.

 

Simon Singer, CFP®, CAP®, RFC®
Co-founder
American Tax Planning Institute
 

Simon Singer, CFP®, CAP®, RFC® is the co-founder of the American Tax Planning Institute, a firm designed to provide training and mentoring that the financial industry is sadly lacking.  Additionally, he is the co-founder of the Doctors Academy of Economics a firm designed to educate doctors on potential tax savings.

He has been in the Financial Services Industry for decades and qualified for Top of the Table (TOT) 31 times and is a life member.

Simon is the co-author of three books: “Twenty-First Century Wealth”; “Family Wealth Counseling – Getting to the Heart of the Matter”; and “Love, Money, Control”. He is also a nationally acclaimed lecturer, giving dozens of presentations each year.

Simon is a member of The Advisors in Philanthropy, Top of the Table and AALU. He is also a former Board Member and past President/CEO of the Forum 400, the preeminent association of financial service professionals.

Simon is also past president of The Children’s Heart Line and is on the Board of the Jim Jacobs Leukemia Foundation.

 

Kerry Walker
Kerry Walker
President
Business Owner Solutions
  Kerry Walker was born in 1955 to a farm family in Cozad NE, married his wife, Peg, in 1979 and has one son, Ash, who works with him in a tech support role.  Kerry started as an Agent with New York Life Insurance Co. in 1986 in a rural Colorado town. His career spans 32 years where he has filled a number of roles including agent, sales manager, assistant General Manager, General Manager, General Agent and back to agent. The companies he’s worked for include New York Life, Union Central, The Principal Financial Group and Mass Mutual. Kerry’s professional designations include CLU, ChFC and his licenses include Life Accident and Health Insurance, Series 6,63, 65, 22, 7 and 24.  In the industry, Kerry has been recognized for successful Agency building while filling agency roles. He also received numerous awards for successful sales accomplishments as an agent. Kerry currently has an office in Denver, CO where he’s lived for 24 years as well as an office in Tulsa, OK where he moved in 2013 to get to an elevation under 1000’.

 

More Benefits!

Five value-added benefits from Symposium attendance are:

  • Networking opportunities with elite producers from around the country
  • Learning what’s new in the industry
  • Learning what it takes to target the most coveted markets
  • Connecting with speakers for more in-depth exchanges
  • Gaining real case tips from the trenches - shared by the most proficient InsMark licensees
Pricing and Coupon Codes

Coupon Codes for Symposium 2018

All coupon codes will be verified after you submit your order.

If you are a Licensed:

Price with Coupon Code Use Coupon
Code
Power Producer Platinum $395.00   PLATINUM
Power Producer Gold $575.00   GOLD
Power Producer Silver $862.50   SILVER
Power Producer Bronze $862.50   BRONZE
InsMark User  $1,150.00   SPECIAL
Not Yet Licensed $1,250.00   
Guest of Paid Attendee $1,250.00  

THERE MAY BE OTHER DISCOUNTS AVAILABLE! 
CONTACT JULIE NAYERI (1-888-467-6275) FOR MORE DETAILS. 

If you are unsure of your License, contact InsMark's Customer Support at 925-543-0507.  
Registration fee includes: breakfasts, coffee/tea breaks, lunches, and our grand reception.

 

Cancellation Policy

Attendees (non-System owners): Refunds available through January 31 less a 10 percent administration fee. Cancellations on or after February 1, 2018, are not refundable.

Attendees (System owners): Refunds available through January 31 less a 10 percent administration fee. The remaining balance of the refund can be applied toward monthly fees or the purchase of another InsMark System.

Testimonials

Martin Weitzman, CLU, InsMark Silver Power Producer®, West Hills, CA
LeAnn Nalls, Victoria, TX
Robert Sowerwine, InsMark Power Producer®, Palm Beach Gardens, FL
Kay Corbin, CLU, ChFC, InsMark Platinum Power Producer®, Phoenix, AZ
Stewart King, Wealthy and Wise licensee, Bayboro, NC
Carey Stansbury, InsMark Silver Power Producer®, Toledo, OH
Robert Green, InsMark Gold Power Producer®, Napa, CA
Jeff Frankhouser, InsMark Platinum Power Producer®, Sturgis, SD
Elmo Cure, InsMark Platinum Power Producer®, Plano TX
Bernard Lazare, Las Vegas, NV
Jim Wisdom, CFP, Westlake Village, CA
Larry Gustafson, InsMark Platinum Power Producer®, Denver, CO
Simon Singer, CFP®, CAP®, RFC®, International Forum Member, InsMark Platinum Power Producer®, Encino, CA
Chris Jacob, CFP, Frequent InsMark Seminar Attendee, InsMark Platinum Power Producer®, Saint Louis, MO

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